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Mutual Fund Finder

Last update: 31-Jul-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Tocqueville Select TSELX Small Value Tocqueville
Catalyst Small Cap Insider Buying I CTVIX Small Value Catalyst Mutual Funds
Catalyst Small Cap Insider Buying A CTVAX Small Value Catalyst Mutual Funds
Catalyst Small Cap Insider Buying C CTVCX Small Value Catalyst Mutual Funds
Diamond Hill Small Cap Y DHSYX Small Value Diamond Hill Funds
Principal Small-MidCap Dividend Inc Inst PMDIX Small Value Principal Funds
Diamond Hill Small Cap I DHSIX Small Value Diamond Hill Funds
Principal Small-MidCap Dividend Inc P PMDPX Small Value Principal Funds
Diamond Hill Small Cap A DHSCX Small Value Diamond Hill Funds
Principal Small-MidCap Dividend Inc A PMDAX Small Value Principal Funds
Cove Street Capital Small Cap Val Instl CSCAX Small Value Cove Street Capital
Diamond Hill Small Cap C DHSMX Small Value Diamond Hill Funds
Cove Street Capital Small Cap Val Inv CSCSX Small Value Cove Street Capital
Principal Small-MidCap Dividend Inc C PMDDX Small Value Principal Funds
Hotchkis & Wiley Small Cap Value I HWSIX Small Value Hotchkis and Wiley
Hotchkis & Wiley Small Cap Value A HWSAX Small Value Hotchkis and Wiley
Nationwide Bailard Cognitive Value M NWHFX Small Value Nationwide
Nationwide Bailard Cognitive Value Instl NWHGX Small Value Nationwide
Hotchkis & Wiley Small Cap Value C HWSCX Small Value Hotchkis and Wiley
Nationwide Bailard Cognitive Value InSvc NWHHX Small Value Nationwide
Perkins Small Cap Value N JDSNX Small Value Janus
Nationwide Bailard Cognitive Value A NWHDX Small Value Nationwide
Perkins Small Cap Value I JSCOX Small Value Janus
Perkins Small Cap Value D JNPSX Small Value Janus
ASTON/River Road Independent Value I ARVIX Small Value Aston
Perkins Small Cap Value T JSCVX Small Value Janus
ASTON/River Road Independent Value N ARIVX Small Value Aston
Perkins Small Cap Value A JDSAX Small Value Janus
Nationwide Bailard Cognitive Value C NWHEX Small Value Nationwide
Perkins Small Cap Value R JDSRX Small Value Janus
AllianzGI NFJ Small-Cap Value Instl PSVIX Small Value Allianz Funds
AllianzGI NFJ Small-Cap Value R6 ANFVX Small Value Allianz Funds
AllianzGI NFJ Small-Cap Value P ASVPX Small Value Allianz Funds
Perkins Small Cap Value C JCSCX Small Value Janus
NorthPointe Small Cap Value Investor NPSVX Small Value NorthPointe Funds
AllianzGI NFJ Small-Cap Value Admin PVADX Small Value Allianz Funds
AllianzGI NFJ Small-Cap Value A PCVAX Small Value Allianz Funds
AllianzGI NFJ Small-Cap Value D PNVDX Small Value Allianz Funds
NorthPointe Small Cap Value Instl NPIVX Small Value NorthPointe Funds
Delaware Small Cap Value Instl DEVIX Small Value Delaware Investments
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Delaware Small Cap Value B DEVBX Small Value Delaware Investments
Delaware Small Cap Value A DEVLX Small Value Delaware Investments
Ivy Small Cap Value I IVVIX Small Value Ivy Funds
Vanguard Small Cap Value Index I VSIIX Small Value Vanguard
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
Delaware Small Cap Value R DVLRX Small Value Delaware Investments
AllianzGI NFJ Small-Cap Value C PCVCX Small Value Allianz Funds
AllianzGI NFJ Small-Cap Value B PCVBX Small Value Allianz Funds
Ivy Small Cap Value Y IYSYX Small Value Ivy Funds
Rydex S&P MidCap 400 Pure Value H RYAVX Small Value Rydex Funds
Rydex S&P MidCap 400 Pure Value A RYMVX Small Value Rydex Funds
Ivy Small Cap Value R6 ISPVX Small Value Ivy Funds
Ivy Small Cap Value R IYSMX Small Value Ivy Funds
Delaware Small Cap Value C DEVCX Small Value Delaware Investments
Federated Clover Small Value Instl VSFIX Small Value Federated
Cardinal Small Cap Value Institutional CCMSX Small Value Cardinal Capital
North Star Micro Cap I NSMVX Small Value North Star
Ivy Small Cap Value C IYSCX Small Value Ivy Funds
Federated Clover Small Value A VSFAX Small Value Federated
Rydex S&P MidCap 400 Pure Value C RYMMX Small Value Rydex Funds
Ivy Small Cap Value B IYSBX Small Value Ivy Funds
Third Avenue Small Cap Value Instl TASCX Small Value Third Avenue
Federated Clover Small Value R VSFRX Small Value Federated
Hodges Small Intrinsic Value Retail HDSVX Small Value Hodges
Third Avenue Small Cap Value Investor TVSVX Small Value Third Avenue
Pinnacle Value PVFIX Small Value Pinnacle
AXA/Pacific Global Small Cap Value IB AXAPACIFICGL Small Value AXA Equitable
Federated Clover Small Value C VSFCX Small Value Federated
Huber Capital Small Cap Value Instl HUSEX Small Value Huber Funds
Robeco WPG Small/Micro Cap Value WPGTX Small Value Robeco Investment Funds
DFA Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
Huber Capital Small Cap Value Inv HUSIX Small Value Huber Funds
Dean Small Cap Value DASCX Small Value Dean Fund
Snow Capital Small Cap Value Instl SNWIX Small Value Snow Capital Management L.P.
RBC Microcap Value I RMVIX Small Value RBC Global Asset Management.
Snow Capital Small Cap Value A SNWAX Small Value Snow Capital Management L.P.
RBC Microcap Value A TMVAX Small Value RBC Global Asset Management.
Guggenheim Mid Cap Value Institutional SVUIX Small Value Guggenheim Investments
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
Queens Road Small Cap Value QRSVX Small Value Queens Road Funds
Guggenheim Mid Cap Value A SEVAX Small Value Guggenheim Investments
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
BMO Small-Cap Value I MRSNX Small Value BMO Funds
BMO Small-Cap Value A BACVX Small Value BMO Funds
BMO Small-Cap Value R-3 BSVDX Small Value BMO Funds
Intrepid Small Cap ICMAX Small Value Intrepid Funds
VALIC Company II Small Cap Value VCSVX Small Value VALIC
Intrepid Small Cap Instl ICMZX Small Value Intrepid Funds
Snow Capital Small Cap Value C SNWCX Small Value Snow Capital Management L.P.
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Foundry Micro Cap Value I FMCIX Small Value Foundry
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
Guggenheim Mid Cap Value C SEVSX Small Value Guggenheim Investments
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
Guggenheim Mid Cap Value B SVSBX Small Value Guggenheim Investments
Touchstone Small Cap Value Institutional TVOIX Small Value Touchstone
Elessar Small Cap Value Institutional LSRYX Small Value Elessar Investment Management
Touchstone Small Cap Value Y TVOYX Small Value Touchstone
Ancora Special Opportunity I ANSIX Small Value Ancora
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